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In Good Company with Nicolai Tangen
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In Good Company with Nicolai Tangen

Author: Norges Bank Investment Management

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The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more.

Hosted on Acast. See acast.com/privacy for more information.

180 Episodes
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What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shares how Temasek—often described as Singapore's sovereign wealth fund—sees itself as an investment holding company with a long-term outlook, balancing financial returns with social impact. They discuss the firm's global investment approach, how geopolitical tensions affect strategy, and thoughts on integrating AI into workflows. Dilhan also shares insights on Singapore's governance success and his leadership philosophy built on integrity and trust. Managing $350 billion across 13 offices worldwide, Temasek demonstrates how relationship-focused investing creates lasting value. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/niels-b-christiansen-leading-lego-competing-in-the/id1614211565?i=1000727134423&l=nbHow do you build bridges between generations? Nicolai Tangen sits down with Niels B. Christiansen, CEO of LEGO, to explore the building blocks of this remarkable Danish company. They discuss how LEGO competes for children's time in our digital age, the risks and rewards of rapid growth, and the unique advantages of being a family-owned business. Niels shares insights about fostering creativity in product design, learning from failure through 'After Action Reviews,' and how AI might transform the future of LEGO creation. The conversation also touches on the intergenerational magic that keeps LEGO bricks connecting families across decades, inspiring countless young minds to become tomorrow's builders and engineers. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter and Oscar Hjelde. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
How do you build bridges between generations? Nicolai Tangen sits down with Niels B. Christiansen, CEO of LEGO, to explore the building blocks of this remarkable Danish company. They discuss how LEGO competes for children's time in our digital age, the risks and rewards of rapid growth, and the unique advantages of being a family-owned business. Niels shares insights about fostering creativity in product design, learning from failure through 'After Action Reviews,' and how AI might transform the future of LEGO creation. The conversation also touches on the intergenerational magic that keeps LEGO bricks connecting families across decades, inspiring countless young minds to become tomorrow's builders and engineers. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter and Oscar Hjelde. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/daimler-truck-ceo-electric-transition-autonomous-vehicles/id1614211565?i=1000725819165&l=nbHow do you transform a 100-year-old trucking giant into a software-driven, zero-emission company? Karin Rådström, CEO of Daimler Truck, joins Nicolai Tangen to discuss the massive changes reshaping the trucking industry. They explore the shift from diesel to electric and hydrogen power, the development of autonomous vehicles, and the cultural transformation needed to accelerate innovation in a traditional German engineering company. Karin also opens up about her leadership philosophy of "tough love," her background as a Swedish national rowing champion, and what it's like being the first woman to lead a major truck manufacturer. With 105,000 employees worldwide, Daimler Truck is steering toward a sustainable future. Tune in for an inspiring conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
How do you transform a 100-year-old trucking giant into a software-driven, zero-emission company? Karin Rådström, CEO of Daimler Truck, joins Nicolai Tangen to discuss the massive changes reshaping the trucking industry. They explore the shift from diesel to electric and hydrogen power, the development of autonomous vehicles, and the cultural transformation needed to accelerate innovation in a traditional German engineering company. Karin also opens up about her leadership philosophy of "tough love," her background as a Swedish national rowing champion, and what it's like being the first woman to lead a major truck manufacturer. With 105,000 employees worldwide, Daimler Truck is steering toward a sustainable future. Tune in for an inspiring conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/sir-david-spiegelhalter-statistics-communicating-in/id1614211565?i=1000724667435&l=nbWhy do we fear uncertainty—and what can statistics teach us about living with it? Nicolai Tangen speaks with Sir David Spiegelhalter, one of the world's leading statisticians and expert communicator of risk, to explore how we navigate an unpredictable world. From the psychology of uncertainty to lessons from COVID-19, climate change, and even weather forecasts, Spiegelhalter unpacks why numbers are never just "cold, hard facts" and how we can use data more wisely in a world full of unknowns. They explore why trust depends on admitting uncertainty, and what it means to build resilience—both as individuals and societies. Engaging, insightful, and sometimes deeply personal, this conversation blends statistics with human experience to explore how we can make sense of risk and uncertainty in an unpredictable world.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
Why do we fear uncertainty—and what can statistics teach us about living with it? Nicolai Tangen speaks with Sir David Spiegelhalter, one of the world's leading statisticians and expert communicator of risk, to explore how we navigate an unpredictable world. From the psychology of uncertainty to lessons from COVID-19, climate change, and even weather forecasts, Spiegelhalter unpacks why numbers are never just "cold, hard facts" and how we can use data more wisely in a world full of unknowns. They explore why trust depends on admitting uncertainty, and what it means to build resilience—both as individuals and societies. Engaging, insightful, and sometimes deeply personal, this conversation blends statistics with human experience to explore how we can make sense of risk and uncertainty in an unpredictable world.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/robert-wallace-managing-stanfords-endowment-balancing/id1614211565?i=1000723660479&l=nbWhat shapes the investment strategy behind one of higher education's largest endowments? Nicolai Tangen sits down with Robert Wallace, CEO of Stanford Management Company, who oversees more than $40 billion for Stanford University. From his unique journey as a professional ballet dancer to becoming a leading institutional investor, they explore the endowment model's challenges, the art of selecting private equity partners, and what makes truly great investors excel. Robert shares how he transformed Stanford's investment approach by dramatically consolidating their external partnerships, and reveals why passion for the work matters more than financial rewards. Stanford's endowment distributes $2 billion annually, supporting students and research. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
What shapes the investment strategy behind one of higher education's largest endowments? Nicolai Tangen sits down with Robert Wallace, CEO of Stanford Management Company, who oversees more than $40 billion for Stanford University. From his unique journey as a professional ballet dancer to becoming a leading institutional investor, they explore the endowment model's challenges, the art of selecting private equity partners, and what makes truly great investors excel. Robert shares how he transformed Stanford's investment approach by dramatically consolidating their external partnerships, and reveals why passion for the work matters more than financial rewards. Stanford's endowment distributes $2 billion annually, supporting students and research. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/orange-ceo-telecommunications-future-network-investment/id1614211565?i=1000722740628&l=nbWhat does the future of telecommunications look like? Nicolai Tangen speaks with Christel Heydemann, CEO of Orange Group, about running one of Europe's largest telecom companies with 290 million customers. They explore Europe's fragmented telecom market and the challenges of consolidation. Christel shares her direct leadership style, why she's an 'energy giver,' and her philosophy of tackling big challenges head-on. Discover how Orange is building tomorrow's connected world. Tune in! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
What does the future of telecommunications look like? Nicolai Tangen speaks with Christel Heydemann, CEO of Orange Group, about running one of Europe's largest telecom companies with 290 million customers. They explore Europe's fragmented telecom market and the challenges of consolidation. Christel shares her direct leadership style, why she's an 'energy giver,' and her philosophy of tackling big challenges head-on. Discover how Orange is building tomorrow's connected world. Tune in! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/bank-of-america-ceo-economic-insights-regulation/id1614211565?i=1000721746844&l=nbWhat does it take to steer one of the world's largest banks through unprecedented change? Nicolai Tangen speaks with Brian Moynihan, the CEO of Bank of America, to explore the global economy and what lies ahead. They discuss how AI is transforming banking operations, the future of physical branches, and why Brian believes regulatory pendulums have swung too far. The conversation covers international expansion, the resilience of American consumers, and his philosophy on building high-performance culture. Leading 212,000 employees and serving 70 million households, Brian shares insights on leadership and staying curious in an ever-changing world. Tune in for an insightful conversation! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Torgeir Rimstad.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
What does it take to steer one of the world's largest banks through unprecedented change? Nicolai Tangen speaks with Brian Moynihan, the CEO of Bank of America, to explore the global economy and what lies ahead. They discuss how AI is transforming banking operations, the future of physical branches, and why Brian believes regulatory pendulums have swung too far. The conversation covers international expansion, the resilience of American consumers, and his philosophy on building high-performance culture. Leading 212,000 employees and serving 70 million households, Brian shares insights on leadership and staying curious in an ever-changing world. Tune in for an insightful conversation! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Torgeir Rimstad. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
What's the secret to building a fulfilling career? Nicolai Tangen shares some of the most powerful advice he's gathered from his extraordinary guests on In Good Company over the years. Hear from AMD's Lisa Su on running towards problems, Bill Gates on continuous learning, and NVIDIA's Jensen Huang's contrarian take on passion. You'll also get career wisdom from Mary Barra of General Motors, Goldman Sachs' David Solomon's 'two-thirds rule,' and Ferrari CEO Benedetto Vigna's four-pillar success framework. Plus insights from poker champion Annie Duke, Accenture's Julie Sweet on living without regrets, and legendary investor Stan Druckenmiller's unconventional advice. Wondering what personal advice Nicolai has for you? Don’t miss this episode!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/engie-ceo-crisis-leadership-green-transition-and/id1614211565?i=1000716420903&l=nbHow does Europe navigate its biggest energy crisis in decades while accelerating the green transition? Catherine MacGregor, CEO of Engie, joins Nicolai Tangen to discuss leading one of Europe's energy giants through the Russian gas crisis just one year into her role. They explore Engie's €25 billion investment in renewables, the company's strategy of balancing 'molecules and electrons,' and why hydrogen development faces regulatory hurdles. Catherine also shares her journey from oil rigs in Congo to running 98,000 employees across 30 countries. With Engie targeting massive expansion of its renewable energy capacity by 2030, the company is accelerating its green transition strategy. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
How does Europe navigate its biggest energy crisis in decades while accelerating the green transition? Catherine MacGregor, CEO of Engie, joins Nicolai Tangen to discuss leading one of Europe's energy giants through the Russian gas crisis just one year into her role. They explore Engie's €25 billion investment in renewables, the company's strategy of balancing 'molecules and electrons,' and why hydrogen development faces regulatory hurdles. Catherine also shares her journey from oil rigs in Congo to running 98,000 employees across 30 countries. With Engie targeting massive expansion of its renewable energy capacity by 2030, the company is accelerating its green transition strategy. Tune in for an insightful conversation! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/the-mindset-of-a-contrarian-investor-anthony-bolton/id1614211565?i=1000715373598&l=nbHow can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk and how the best investment opportunities often feel uncomfortable. The conversation explores why current market dynamics may be creating even bigger opportunities for contrarian investors, while Bolton shares his views on China, US tech stocks, and the future of markets.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk and how the best investment opportunities often feel uncomfortable. The conversation explores why current market dynamics may be creating even bigger opportunities for contrarian investors, while Bolton shares his views on China, US tech stocks, and the future of markets. This episode was recorded on 10 February 2025.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Torgeir Rimstad. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/novartis-ceo-medical-innovation-tech-partnerships-and/id1614211565?i=1000714438745&l=nb Can AI help us find cures for diseases we've never been able to treat? Nicolai Tangen speaks with Vasant 'Vas' Narasimhan, CEO of Novartis, about pioneering pharmaceutical innovation. They explore breakthrough cell and gene therapies, AI partnerships with leading tech companies, and how Novartis transformed from a sprawling conglomerate into a streamlined drug discovery company. Vas shares his unique perspective as a physician-scientist turned CEO, his concerns about Europe's declining pharma competitiveness, and his leadership philosophy of being the 'chief energy officer.' With €235 billion in market cap and groundbreaking treatments reaching patients worldwide, Novartis continues unlocking medical breakthroughs. Tune in!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
Can AI help us find cures for diseases we've never been able to treat? Nicolai Tangen speaks with Vasant 'Vas' Narasimhan, CEO of Novartis, about pioneering pharmaceutical innovation. They explore breakthrough cell and gene therapies, AI partnerships with leading tech companies, and how Novartis transformed from a sprawling conglomerate into a streamlined drug discovery company. Vas shares his unique perspective as a physician-scientist turned CEO, his concerns about Europe's declining pharma competitiveness, and his leadership philosophy of being the 'chief energy officer.' With €235 billion in market cap and groundbreaking treatments reaching patients worldwide, Novartis continues unlocking medical breakthroughs. Tune in! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
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Sep 15th
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